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Moelis & Co

332 hedge funds and large institutions have $4.91B invested in Moelis & Co in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 113 increasing their positions, 105 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 20

109% more call options, than puts

Call options by funds: $9.35M | Put options by funds: $4.48M

19% more capital invested

Capital invested by funds: $4.13B → $4.91B (+$783M)

14% more funds holding

Funds holding: 292332 (+40)

8% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 105

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.31% less ownership

Funds ownership: 103.16%101.86% (-1.3%)

Holders
332
Holders Change
+40
Holders Change %
+13.7%
% of All Funds
4.77%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
63
Increased
113
Reduced
105
Closed
20
Calls
$9.35M
Puts
$4.48M
Net Calls
+$4.87M
Net Calls Change
-$519K
Name Holding Trade Value Shares
Change
Change in
Stake
CC
226
Centiva Capital
New York
$316K +$298K +4,612 New
CL
227
Choreo LLC
Illinois
$315K +$7.68K +119 +3%
EH
228
Equitable Holdings
New York
$315K
IWC
229
Integrated Wealth Concepts
Massachusetts
$311K +$129 +2 +0%
TW
230
TritonPoint Wealth
Maryland
$310K
PP
231
Paloma Partners
Connecticut
$292K +$275K +4,258 New
HFO
232
Heritage Family Offices
Arizona
$291K -$1.23K -19 -0.4%
SCA
233
Snowden Capital Advisors
New York
$289K +$710 +11 +0.3%
DC
234
Diametric Capital
Massachusetts
$282K +$266K +4,118 New
CIBC Asset Management
235
CIBC Asset Management
Ontario, Canada
$280K +$710 +11 +0.3%
Nisa Investment Advisors
236
Nisa Investment Advisors
Missouri
$277K +$136K +2,100 +108%
Franklin Resources
237
Franklin Resources
California
$273K +$2.26K +35 +0.9%
Osaic Holdings
238
Osaic Holdings
Arizona
$271K +$35.6K +551 +16%
PA
239
Profund Advisors
Maryland
$251K +$5.88K +91 +3%
RJT
240
Raymond James Trust
Florida
$250K -$31.9K -494 -12%
BC
241
Bridgefront Capital
Texas
$243K +$229K +3,551 New
SQA
242
Simon Quick Advisors
New Jersey
$243K +$516 +8 +0.2%
RJFSA
243
Raymond James Financial Services Advisors
Florida
$241K +$227K +3,522 New
TW
244
Trajan Wealth
Arizona
$238K -$14.2K -220 -6%
PCM
245
Prelude Capital Management
New York
$237K +$223K +3,457 New
RSWM
246
Robertson Stephens Wealth Management
California
$234K +$220K +3,415 New
VA
247
Vident Advisory
Georgia
$225K +$212K +3,290 New
EGM
248
Engineers Gate Manager
New York
$220K +$207K +3,206 New
QCM
249
Qsemble Capital Management
New York
$211K +$199K +3,079 New
CFO
250
Callan Family Office
Pennsylvania
$209K +$197K +3,049 New